Venture Capital and Private Equity Executive Education
Practical Hands on Learning with Real Investors
Orientation / Overview
Join Slack Channel
How to Use Trello (go to link inside & follow video)
Email Access Policy
Zoom Meetings & Calendar Invites
When do I start talking to startups?
Live Sessions (recorded on private Facebook group): Monday Partners Meetings & Wednesday Academic Sessions
Guest VC & Private Equity Speaker Recordings
Career Coaching / Office Hours
VC Mentors (Roles & Resonsibilities)
Questions & Support
Video: Investment Management Universe
Slides (Invesment Management Universe)
Slides (Buy Side vs. Sell Side)
Reference Links
Slides: Intro to Hedge Funds
Video: Intro to Hedge Funds
Video: Private Equity and Venture Capital Landscape
SLIDES: How Private Equity & Venture Work Together
SLIDE: VC Funding Stages
SLIDES: The Evolution of Venture Capital
Referenced Links
Career Pathways
Referred: Different Types of Returns
Venture Capital Career Pathways
Reference Links
Your Career Plan
Compensation & Carry for VC Employees
Video: Private Equity 101
Private Equity 101 Slides
Reference Links
Mentorship Session with PE Firm
VIDEO: Corporate Venture Capital
Corporate Venture Capital Fundamentals & Objectives
Reference Links
Secondaries - Video Lecture
Secondary Markets, How to Start a Secondaries Business, Mechanics, etc..
VC Processes and Frameworks
VC Processes & Frameworks.pdf
Solo Capitalists and How They Are Innovating on the Venture Model
Supporting Links
Video: Marketsizing & Penetration
Slides: Marketsizing & Penetration
Reference Links - data cheatsheets
Video: How to Develop an Investment Thesis
Slides: Investment Thesis
Investment Thesis Examples
Video: Sourcing Logistics
Slides: Sourcing Logistics
Video: How to Source Deals (Private Equity & VC)
Slides: Additional Sourcing Strategies
Reference Links - Sourcing Deals
Monday Partners Meeting - Trello Board
Startup Outreach Strategies
Pass Email Example
WHY VCs Don't Sign NDAs
Startup Outreach Strategies
Financial Statements, The 3 Statement Startup Financial Model, & KPIs
Financial Modeling, Statements, & KPIs
TEMPLATE: Financial Model (make a copy)
Video: Guest Lecturer with a CFO who manages Venture Backed Deals
Slides: Guest Lecturer with a CFO who manages Venture Backed Deals
3 Statement Financial Model (Download)
Revenue & Churn Analysis Model
Reference Links
User Retention Benchmarks
Good MRR Growth Example
How to model an SPV
Return Analysis Model & Explanation from a Top VC
Mobile Growth Marketing Financial Model
VC Scorecard method
VIDEO: Statement of Cashflows vs. Cashflow Statement
EXCEL MODEL: Statement of Cashflows vs. Cashflow Statements
VIDEO: Discounted Cash Flow
Discounted Cash Flow Case Study 1
Links
Leveraged Buyouts Basics & Financial Model Walkthrough - Video
Leveraged Buyout - Slides
Leveraged Buyout Model (download excel)
Video: Valuation and Ownership
EXERCISE: Modeling out the Discount vs. Valuation Cap
Slides: Valuation
Helpful links
How to determine Valuation (more kpis & metrics)
Variation in valuations that goes unexplained = AKA the Dark Matter
Video: Funding Vehicles
Slides: Funding Vehicles
Reference Links
Build Your Own Fund Model
Funding Rounds and Sizes
Video: The Evolution of Fund I to III
SLIDES: The Evolution of Venture Capital
LP who teaches Fund Modeling
How to Raise Money from LPs on Twitter
Co-founders Agreement Best Practices
Video: Captables , Return Analysis, & Waterfall Analysis
Slides: Captables & Waterfall Analysis
Captable & Return Analysis Model
Additional simple captable without valuation cap
Case Studies on Different Types of Returns
Early Stage example of $500k to $3B
What & Why a Data Room?
Video: Data Rooms
Dataroom Checklist
Dataroom Artifacts
Video: The Tech Stacks of Venture Capital
Slides: The Tech Stack of Venture Capital
Industry & Exit Trends
Due Diligence
Diligence
Investment Committee Process / How to Write Memos
Slides: Investment Committee Process & How to Write Memos
Template : Investment Committees
Investment Memo Templates
term sheets
Exploding Term Sheets
Legal Templates & Sample Term Sheets
Examples of SAFE & Convertible Note Templates
Accelerators & Terms
boards
The Investment Committee Template
Investment Committee: 1 (Food Tech Deal)
Investment Committee: 2 (Space Deal)
Investment Committee: 3 (Cyber Security)
Investment Committee: 4 (Fintech)
Investment Committee: 6 (Hydrogen Energy / Cleantech)
Investment Committee: 7 (B2B Saas)
Investment Committee: Space / Fintech
Late Stage Ed Tech
Investment Committee: Aviation Deep Tech Company
Quantum Computing Deal
Quantum Deal: Return Analysis
B2B SaaS
Healthtech
Deep Tech - Aviation
Food Tech
Deep Tech / Aviation
Healthcare Delivery Startup - Africa
Delivery Service Aggregator (B2B deal)
Nuclear Energy Deal
Fashion Tech Consumer App
Sports Betting / Fantasy Sports Startup
Enterprise Fintech Deal (Corporate Reporting/Reimbursements)
Family Offices & Fund Manager Selection
Digital Health Trends
Founders Perspectives on VCs
TVPI & MOIC
Excel Models for Performance Reporting
fund performance reporting
VC & Private Equity Career Roadmap Template
Career Prep: VC / PE Resume Writing
Career Titles
Goals: Self Reflection
Your VC / PE Career Toolkit
VC / Private Equity Job Tracker Spreadsheet
Resume & Coverletter Template
career_prep
Practice Interview Question - Return Analysis
Good Blogs & Reading
Case Study #1: Slides and Models: Digital Health Interview Financial Model Case Study
Case Study #1: Video: Digital Health Interview Financial Modeling Case Study
Case Study #2: Quantitative Valuation - Financial Model Case Study (download the model)
Case Study #2: VIDEO: Quantitative Valuation - Financial Model Case Study
Case Study #3 : Medical Device Company Decks & Models
Case Study #3 (PART1) : VIDEO Medical Device Company Lecture
Case Study #3: Part 2: VIDEO Medical Device Company Lecture
Case Study 4: Convertible Securities & Dilution
Case Study 4: Convertible Securities & Dilution (Excel Model)
Mock interviews & resume prep / career coaching
Case Study 5 (Part 1): SAFE Edge Cases when it comes to liquidity
Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity
EXCEL DOWNLOAD Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity
Case Study 6: Video: ARR & Revenue Analysis
Case Study 6: Excel ARR & Revenue Analysis
The Emerging Fund Manager Universe
Institutional LP / Allocator Universe
How to Reach out to LPs
Fund Manager Career Trajectory
Fund Program Resources
The Evolution of Fund I to III
Fund Manager Tools
Due Diligence Checklists / Recycling Distributions Best Practices
Fund Team Dynamics / Best Practices
Building an Institutional Investment Track Record
Typical LP Questions - to be AWARE of
Developing a Fund Strategy
Differentiating your Fund
Fund Portfolio Construction
Portfolio Construction Resources
Fund Terms Best Practices
Video: Saving Money with management Fee Offsets
Save Money on Your GP Commit with Management Fee Offsets
Friendly Terms for both Funds & LPs
Live Chat With a Multibillion Dollar Single Family Office who invests in funds
Live Video with an LP Investing in Funds
Live Video with an LP: Single Family Office in USA
Live Video with an LP: Single Family Office in the UK
Live Video with an LP: Fund of Funds
Fund Model Template
Fund Modeling (video lecture by an LP)
How LPs Conduct Due Diligence
Build vs. Buy for Fund Managers
Performance Reporting
Fund Datarooms Templates & Best Practices
LP Deck & Fundraising Templates (for educational purposes only)
Legal / Compliance Best Practices
Fund Marketing & Fundraising Best Practices
LP Update Template
Company Updates to LPs & Fund Managers
Fund Manager Demo Day
Discount if you Pay Up Front with flexible payment plans
$9,999.00
17% DISCOUNT
2 x $5,999.00
Pay Half Now (Digital Access)
$20,999.00
Course + FUND ACCELERATOR